Winthrop Advisory Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59M | Buy |
968,519
+48,116
| +5% | +$2.93M | 5.69% | 6 |
|
|
2025
Q1 | $51M | Buy |
920,403
+162,790
| +21% | +$9.03M | 6.14% | 6 |
|
|
2024
Q4 | $39.5M | Buy |
757,613
+408,828
| +117% | +$21.3M | 4.74% | 6 |
|
|
2024
Q3 | $20M | Buy |
348,785
+340,775
| +4,254% | +$19.5M | 2.47% | 10 |
|
|
2024
Q2 | $426K | Buy |
8,010
+183
| +2% | +$9.72K | 0.06% | 93 |
|
|
2024
Q1 | $418K | Hold |
7,827
| – | – | 0.06% | 94 |
|
|
2023
Q4 | $400K | Buy |
+7,827
| New | +$400K | 0.06% | 89 |
|